We have undertaken financial planning studies for municipalities across Canada for rate setting and as components of master plans and metering studies. These studies can include cost-of-service calculations for cost allocation. Following are typical steps in these studies:

• Clarify cost recovery objectives and priorities

• Identify a preferred cost recovery strategy including user rates

• Mining and analysis of detailed customer data to characterize demand patterns and trends

• Forecast customer data, operating and capital costs, financing options

• Develop a multi-year FINANCIAL MODEL

• Calculate new rates and charges and multi-year rate adjustment paths

• Estimate impacts on demand, advise on fees and charges;

• Public or Council presentations;

• Advise on rate implementation plans, policies and bylaws.

Completed studies:

• Whitchurch-Stouffville ON, 2021 (with GM BluePlan)

• Montreal QC, 2019 (with Gauley and Associates)

• Amherstburg Water and Wastewater Rate Review, 2013-14 (with CH2MHill)

• Twp of Edwardsburgh Cardinal, Water & Sewage Metering Rate Study 2012-13 (with Veritec Ltd., R.M. Loudon)

• Amherstberg ON 2008-10 and 2012-13 (with CH2M Hill)

• Alberta Capital Region Wastewater Commission, AB, 2010 (with Associated Engineering Ltd)

• Thompson MB Water Utility, 2010 (with CH2MHill)

• Haifax Cost of Service Study 2009-10 (with RM Loudon, W.H. Gates Utility Consulting Ltd and G.A. Isenor Consulting Ltd)

• Saint John NB 2006 (with RVA Ltd, R.M. Loudon).

• Guelph ON 2002-03, bulk water and sewer rates (with R.M. Loudon)

• City of Niagara Falls ON 2000 (with R.M. Loudon)

• Regional Municipality of Hamilton-Wentworth ON 2000 (with R.M. Loudon)

• Sackville NB 1997 (with R.M. Loudon, Touchie Engineering)

• Belleville ON 1996 (with R.M. Loudon)

• Miramichi NB 1996 (utility amalgamation with R.M. Loudon, Touchie Engineering)

• Charlottetown PEI 1995 (utility amalgamation with Richardson Assoc. Ltd)